Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
1
0
0
0
0
0
0
0
0
CHARLES SCHWAB INVESTMENT ADVISORY INC

Time Period2018-03-31

Total Holdings78

Total Value ($x1000)30,830,604
Activities
New9

Increased54

Unchanged0

Decreased15

Sold Out8

Top 10 Stock Holdingstotal 55.56%
FNDX9.52

SCHX7.46

FNDF6.78

FNDA6.18

SCHF5.29

 
SHYG4.64

VMBS4.19

SCHA3.96

FNDE3.85

IAU3.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDX
9.52%
SCHWAB FDT US LG
SCHX
7.46%
US LRG CAP ETF
FNDF
6.78%
SCHWB FDT INT LG
FNDA
6.18%
SCHWAB FDT US SC
SCHF
5.29%
INTL EQTY ETF
SHYG
4.64%
0-5YR HI YL CP
VMBS
4.19%
MORTG-BACK SEC
SCHA
3.96%
US SML CAP ETF
FNDE
3.85%
SCHWB FDT EMK LG
IAU
3.69%
ISHARES
EMLC
3.62%
JP MORGAN MKTS
FNDC
3.61%
SCHWB FDT INT SC
SCHE
2.79%
EMRG MKTEQ ETF
SCHH
2.69%
US REIT ETF
SCHC
2.54%
INTL SCEQT ETF
BNDX
2.34%
INTL BD IDX ETF
ITR
2.27%
INTR TRM CORP BD
HYLB
1.97%
DEUTSCHE USD ETF
VEA
1.82%
FTSE DEV MKT ETF
VNQI
1.8%
GLB EX US ETF
SCHR
1.71%
INTRM TRM TRES
EBND
1.51%
BRCLY EM LOCL
SCHD
1.25%
US DIVIDEND EQ
SCHP
1.08%
US TIPS ETF
VTEB
1.08%
TAX-EXEMPT BD
BKLN
0.81%
SENIOR LN PORT
VV
0.8%
LARGE CAP ETF
TDTF
0.67%
IBOXX 5YR TRGT
DWX
0.63%
S&P INTL ETF
ROBO
0.61%
ROBO STX GLB ETF
PRF
0.58%
FTSE RAFI 1000
FTEC
0.58%
MSCI INFO TECH I
FEZ
0.53%
EURO STOXX 50
TWOK
0.48%
SPDR RUSSEL 2000
PDBC
0.43%
DB OPT YLD DIV
VWO
0.43%
FTSE EMR MKT ETF
FNCL
0.39%
MSCI FINLS IDX
FHLC
0.36%
MSCI HLTH CARE I
VOO
0.34%
SHS
PWZ
0.33%
CALI MUNI ETF
XLE
0.3%
SBI INT-ENERGY
VGIT
0.3%
INT-TERM GOV
FIDU
0.26%
MSCI INDL INDX
PXF
0.25%
DEV MKTS EX-US
VCLT
0.24%
LG-TERM COR BD
VYMI
0.23%
INTL HIGH ETF
RWR
0.23%
DJ REIT ETF
PRFZ
0.22%
FTSE US1500 SM
PSK
0.2%
WELLS FG PFD ETF
AGZ
0.19%
AGENCY BOND ETF
TIP
0.18%
TIPS BD ETF
FDIS
0.17%
MSCI CONSM DIS
SHM
0.16%
NUVN BR SHT MUNI
CMF
0.16%
CALI AMT-FRE ETF
JNK
0.16%
BRC HGH YLD BD
GLTR
0.15%
PHYS PM BSKT
VB
0.14%
SMALL CP ETF
PXH
0.13%
EMER MRKT PORT
PDN
0.12%
EX US SML PORT
MLPA
0.11%
GLBL X MLP ETF
VSS
0.11%
FTSE SMCAP ETF
IEMG
0.1%
CORE MSCI EMKT
CMBS
0.09%
CMBS ETF
VYM
0.06%
HIGH DIV YLD
MBB
0.04%
MBS ETF
VCIT
0.02%
INT-TERM CORP
FTY
0.02%
REAL EST 50 ETF
IGOV
0.01%
INTL TREA BD ETF
STIP
0.01%
0-5 YR TIPS ETF
IFGL
0.01%
INTL DEV RE ETF
ZMLP
< 0.01%
ZACKS HG INC SHS
PFF
< 0.01%
U.S. PFD STK ETF
IWM
< 0.01%
RUSSELL 2000 ETF
SPY
< 0.01%
TR UNIT
SCHZ
< 0.01%
US AGGREGATE B
VTIP
< 0.01%
STRM INFPROIDX
TFI
< 0.01%
NUVN BRCLY MUNI
DUK
< 0.01%
COM NEW
VTV
< 0.01%
VALUE ETF
IVV
< 0.01%
CORE S&P500 ETF
VBR
< 0.01%
SM CP VAL ETF
IVW
< 0.01%
S&P 500 GRWT ETF
SCHB
< 0.01%
US BRD MKT ETF
VTI
< 0.01%
TOTAL STK MKT
SAN
< 0.01%
ADR
(NOTE)
< 0.01%
PRN